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Step-by-Step Guide: Migrating Value Sets, DFFs, EFFs, and Lookups using Configuration Packages

Summary:

Hello Community Team members,

Manual configuration migrations are often prone to error; adopting a systematic 'Configuration Package' tool is the best way to ensure your Test and Production pods stay perfectly in sync. The Functional Setup Manager (FSM) Configuration Package method offers a streamlined, repeatable process.

I have put together three comprehensive guides that walk through the end-to-end process of exporting and importing key setup data. You can find the documents attached below.

Migration Documentation

  • Guide 1: Value Set Migration
  • Guide 2: Lookup Migration
  • Guide 3: Flexfield Migration (DFFs & EFFs)

Pro-Tips to be followed:

  • Dependency Check: Why you must migrate Value Sets (Guide 1)

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